Premier Acquisition Manager_Sales-Sales_Bhilwara

Kotak Mahindra Bank; Bhilwara; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Premier Acquisition Manager in Rajasthan to build a robust HNI client base for retail loan products and banking services. You will drive CASA growth, cross-sell third-party products, and ensure strong client engagement across the lifecycle.

The role requires coordinating with credit, legal, operations, and product teams, ensuring KYC compliance and end-to-end support for customers and partners.

Qualifications

• Experience with HNI customers in retail banking.
• Strong knowledge of KYC norms and documentation.
• Proven ability to cross-sell financial products and manage portfolios.

Responsibilities

• Acquire new HNI customers for retail banking products.
• Drive revenue through cross-selling third-party products (TPP).
• Grow CASA book size by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients.

Skills

Relationship management

Cross-selling

KYC compliance

Portfolio management

Customer-centric approach

Job description

Job Description:

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc.
• Build and grow CASA book size by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients to ensure long-term engagement.
• Coordinate effectively with internal teams including credit, legal, operations, and product teams.
• Ensure compliance with KYC norms and proper documentation for all customer acquisitions.
• Provide end-to-end support to customers and channel partners, ensuring timely updates and resolution.
• Leverage existing customer base to generate new business opportunities.